Tag Archives: howto

At the 2012 IFVP Conference last week, I took visual notes on my iPad during several sessions. Right after each session — and I mean right after — I posted the image to Flickr and tweeted the link with the conference tag. It took me about 15 seconds to post each one, and I didn’t even have to switch away from my drawing app. Here’s how I did it.

My iPad notes of MK Haley’s keynote at #IFVP2012

What You Need:

A Flickr account (I have a Pro account, not sure if you can do this without it, but Flickr’s awesome so you probably can)

A Twitter account

An iPad that can access the Internet and send email

A drawing app on the iPad (Brushes, Sketchbook Pro, whatever)

Something that you drew in your drawing app

What To Do:

1. Set up Flickr to do the heavy lifting.

Once you have a Flickr account, you can set it up so that you can email stuff to it and also so that it will tweet for you. To make the magic happen, log in to your Flickr account and go to Account (You menu > Account, or click on your name in the top right). You have two tasks here: To hook up your Twitter account to your Flickr account, and to get the address you will email stuff to.

To connect Twitter and Flickr, click on the Sharing & Extending tab. Click the Twitter icon or link, and then click “Authorize this App.” Follow the on-screen instructions until Flickr tells you it’s all set and you see Twitter in your Sharing list on Flickr with an “Edit” button next to it. (If you are freaked out by this, you can skip this step and do the automatic post-to-Flickr part below, and then just tweet manually.)

To find your special email address for Flickr, click the Emails & Notifications tab in your Flickr account. Scroll down to where it says “Your Flickr2Twitter upload email” and copy that address so you can paste it in a minute. (If you decided not to do the Twitter part, copy the address next to “Your Flickr upload email” instead.)

2. Create a contact with that email address.

Now go to your iPad and open the Contacts app that came with the iPad. Create a new contact (Click the plus sign at the bottom) and call it “Twitter and Flickr” or “Flickr” or something similar. Just make it something you can remember later. Then paste the email address you copied in step 1 into the email field, and save the contact.

My iPad notes of keynote by @LRDC1’s Chris Schunn at #IFVP2012

3. Find or create a drawing to share.

Open your favorite drawing app and either create a new drawing, or find one that you already did that you want to share. I use Brushes and Sketchbook Pro the most, and for both of these, you want to be in the Gallery, not in edit-image mode. When you are looking at the image you want, tap the Share button (in Sketchbook Pro, this looks like a flower with an arrow; in Brushes, it looks like a rectangle with an arrow). You might have to select the image in the gallery in some apps (like SBP) first. If you’re using a different app, look for a similar icon somewhere. Tap this icon.

4. Email the image, including the right text and tags.

When you tap the icon, you should see an option that says “Mail image” or something similar to that. Tap that, and a blank email appears with the image in it. (In some apps, you might have to choose an orientation for the image, so that it’s not upside down.) Here’s how to fill out the email:

To: Start to type the name of the “contact” you made earlier (Twitter, Flickr, etc) until that weird email address pops in.

Subject: This will become the text of your tweet AND the title of the image on Flickr. If you’re at a gathering, this is the place to include the hashtag (like #IFVP2012) so that it will show up in Twitter searches. It’s also nice to go find the Twitter handle of the speaker and include that, too. That way, the speaker sees your notes later, and sometimes retweets you. Just keep the subject short, because the tweet will also include a shortened URL to your Flickr page.

Body: The image is in the body. In addition, any text in the body (including your email signature, so delete that!) will become the photo description in Flickr. I use this space to give more detail about the speaker, the event, or anything special about the notes.

5. Send it!

When you’re satisfied with the text, hit send! Then go peek at Flickr and Twitter to see what happened. You can adjust your next subject and body based on what you see from this first experiment.

That’s it! After you’ve set it up, all you need to do is draw, tap the email button, type in the contact name, add a subject and body, and off it goes! Quick as anything.

Like this:

I just wrapped up a coaching session on digital facilitation techniques and best practices that started with an overview of some of the hardware choices available, how to hook them up, and how to decide which to use for different situations. To help myself (and my client) think about the big picture, I created this graphic that shows one poor laptop besieged by input devices:

The idea is to get a feel for how they all connect to the computer. Some examples of software that can be used are also there. Working from the middle out, we have the laptop itself. Above it are some software choices: Sketchbook Pro (SBP) or PowerPoint (PPT) for displaying templates like The Grove’s Digital Graphic Guides or custom ones you create yourself, and a web conferencing system (WebEx in this drawing) to connect with meeting participants. Then, around the laptop are three possible hardware/input device choices: The Wacom Cintiq LCD tablet, the Apple iPad, and the Wacom Bamboo tablet. As you can see, the iPad and the Cintiq have displays and can mirror what’s on the laptop, while the Bamboo does not.

Connecting To the Computer

These instructions assume that you have the hardware and you’ve followed the packaged instructions for installing the software drivers that come with them. Don’t try to use the tablet without the drivers. It will only make you unhappy.

The Bamboo is the easiest to connect: just plug in the USB cable and you’re good to go.

The Cintiq and the iPad are tied for second, depending on whether you have a greater fear of cables or of configuring software. The Cintiq comes with a “black box” that has one cable on one side that attaches to the tablet itself. On the other side of the box are 3 cables: one is the power cord, one is a USB cable that plugs into the computer, and the third is the DVI (digital video) cable that plugs into (most likely) an adapter and then into your computer, unless you’re using a computer that has a DVI out already. Your Macbook Pro doesn’t so you need one of those little dongle thingies (mini display port to DVI for the newer ones). If you’re not picky about how it looks you can get a cheaper, non-Apple one from Amazon. I have one of each and can’t tell the difference once they’re hooked up. Switch on the power on the tablet and you’re good to go. Don’t forget to calibrate it to the pen EVERY SINGLE TIME you turn it on, switch from mirroring to not mirroring your display, or hook it back up again. Bleh. You do this in preferences and it only takes a second, but still! Every time.

The iPad takes a little prep, but then it’s easy as long as you’ve got a wireless connection or a computer-to-computer network set up and the technology gods aren’t particularly pissed at you for any reason. What makes it work is a little app by Avatron Software called Air Dsiplay. Air Display turns your iPad into another monitor for your computer, as well as an input device. It’s so incredibly cool. Download the app on your iPad and follow the on-screen instructions (for Mac or Win) to install the desktop application and establish your iPad as connectable. Then, as long as the iPad and the computer are on the same wireless network (or ad hoc network, which means your computer creates a network that your iPad can connect to, but you won’t have Internet access while this is going on), the iPad can be selected in the Air Display drop down on the computer. Once you do that, the iPad becomes a second monitor. You’ll see your computer desktop and applications in miniature on the iPad, and you can control them with taps and swipes. No joke. It’s really freaky and really cool all at once.

When to Use Which?

Use the Cintiq if you possibly can. I realize that’s a little oversimplified, but I stand behind it. However, since sometimes you can’t:

The Bamboo is good for situations where you need to be portable. For instance, if you need to facilitate a virtual meeting while on a business trip, it’s much easier to pack and carry than the Cintiq and much more reliable than the network-dependent iPad. Drawbacks include the difficulty of writing legibly with it — you’ll have to practice a lot and get used to zooming and panning — and the awkwardness of writing on one surface while watching another.

The iPad is not yet good for web facilitation, despite the indisputable coolness of Air Display. I’m hoping that it’s going in that direction, though. Right now the tracking (the time between drawing a line and seeing it appear) is too slow, and I’ve had it not work on some wireless networks depending on how the network is configured. For now, I’m sticking to using the iPad for in-person digital recording only.

The Cintiq is the easiest to use (once it’s hooked up) but taking it on the road is a lot like traveling with an octopus: cables and stuff everywhere. Because you can look where you’re writing, you get much better fidelity for text and drawings. It works really well for visually facilitating web-based meetings.

If you really want to freak your computer out, and I don’t recommend this although I did try it myself, hook it up to the Cintiq, then hook that up to a projector (you’ll need a switcher to make this work). Once you have that set up, turn on Air Display and add your iPad as, technically, the fourth monitor (laptop screen, Cintiq, projector, and iPad). Then watch the poor computer cycle through them trying to get a fix on what on earth you want it to do, and at what resolution. It kind of makes your eyeballs hurt in sympathy. Poor thing.

Disclaimer: I do work for The Grove, but I’d have linked to the Digital Graphic Guides anyway because I think they’re fantastic for web-based facilitation.

about the author

Rachel Smith is a visual facilitation consultant and trainer. She works with groups both face-to-face and virtually, using visual facilitation techniques to help clients see the big picture and move toward their destination. She also offers graphic recording services, either digital or paper-based, for conferences and keynotes, and coaches visual practitioners as they learn to work in the digital realm.